Focused Wealth Management’s NIO NIO Stock Holding History

Focused Wealth Management’s Portfolio NIO Stock Details NIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-5,000	Closed	-$1K	–	1061
2021 Q4	$1K	Buy	+5,000	New	+$184K	﹤0.01%	903

Other funds holding NIO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Focused Wealth Management's NIO Position: Q1 2024 in Review

Focused Wealth Management sold out of NIO (NIO) in Q1 2024, closing a stake of 559 shares — an estimated $5.07K sold.

Focused Wealth Management first reported a position in NIO in Q1 2019 and held it in 20 quarters. The position peaked at $81K in Q2 2021. 484 funds tracked by Wall St. Rank hold NIO as of Q1 2024.

Focused Wealth Management reported no remaining NIO position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 559 NIO shares in Q1 2024, an estimated $5.07K.
Focused Wealth Management first reported a position in NIO in Q1 2019 and held it in 20 quarters.
Focused Wealth Management's NIO position peaked at $81K in Q2 2021.
484 funds tracked by Wall St. Rank held NIO as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.